The workflow diagram details the states a housing register application can move through.  

Adding a housing register application

When creating a new housing register application the pages displayed will be dependent on how the form has been configured in your system. The screenshots shown here are just an example of how it may look. 

Item	Details
	Save the application, button changes green once the mandatory data has been completed
	Discard changes and return back to the case

The Housing Register application has a number of standard groups and fields that are used in the allocations process for eligibility and shortlisting.

Overview

Band

Item	Details
Calculated band	Band automatically calculated based upon the rules built into the form. Used for eligibility and preferences purposes
	Displays details of how the banding has been calculated
Override band	Manual override band.  Used for eligibility and preferences purposes
Override reason	Mandatory if an Override band has been set
Bedroom need	Bedroom need details from the bedroom assessment
	Occupancy value from the bedroom assessment
Overcrowded	Set to 'True' if the Number of bedrooms have access to field is less than the Min effective bed need field from the Bedroom assessment. This field is automatically calculated and read only.

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Priority & eligibility

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Local connection

Local connections to individual parishes can be recorded as part of an application. The information can then be used for eligibility or preference purposes when allocating properties.

Item	Details
	Edit the local connection
	Delete the local connection
	Add a new local connection
	Refreshes the list to include any updates
Local connection overrides	Add a local connection override to a local authority. This acts like the applicant having a local connection to all parishes within the local authority. Overrides can be added to more than one Local authority area
Local connection override reason	Mandatory if a Local connection override has been set

Adding a local connection

Item	Details
Local authority	Local authority the connection relates to
Parish	The specific parish the connection relates to
Type of connection	The type of connection. Default values are Live in the area, Work in the area, Family live in the area, Other
Description	Descriptive text can be added to each connection type for reference
Connection start date	Date connection is valid from
Connection end date	Date connection is valid to
Name of employer	Only displayed for the connection type of Work in the area
Additional information	Any additional information relevant to the local connection
Local connection confirmed	Allows to record when a local connection has been confirmed
	Add the local connection
	Close the window

Local Connection qualifying questions

If an applicant has answered 'Yes' to one of the qualifying questions on the public portal then the system does not ensure they have created a Local connection of that type. It only ensures they have entered at least Local connection

Preferred areas

Specific parishes that an applicant would like to live can be recorded as part of an application. This information is then used for determining what areas bids should be placed if the applicant is setup to have bids placed automatically on their behalf.

Item	Details
	Edit the preferred area
	Delete the preferred area
	Add a new preferred area
	Refreshes the list to include any updates

Adding a preferred area

Item	Details
Local authority	Local authority the preferred area relates to
Parish	The specific parish that is preferred
	Add the preferred area
	Close the window

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Portal

All changes that have been made on the public portal and requests that have been sent from the back office, related to the housing register, are displayed on this tab.

If an applicant has deleted a person from their My Household form the pending change will be flagged on the case and the deleted person will no longer be visible on any people sub forms on the Housing Register application.

Renewals

Item	Details
Active renewal start date	The date the renewal process was started. Only displayed if the application has a current ongoing renewal
Active renewal target date	The date the renewal process needs to be completed by. Only displayed if the application has a current ongoing renewal
Active renewal needs review	Gets set to True if the renewal has not been completed by the target date and the application could not be closed automatically due to outstanding bids/offers. Only displayed if the application has a current ongoing renewal
Last renewal date	The date the application was last renewed
Override next renewal date	Allows an application renewal to be brought forward or put back if required

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If an applicant is unable to complete their renewal online through the public portal their application can be updated in the back office and then the renewal closed by clicking 

Any changes that may have been started on the public portal will be removed along and all renewal requests will be closed down. Their Last renewal date will be set to the current date.

Renewals process

An overnight routine starts the renewal process for all applications that meet the criteria that have been set in the system. If the application has previously been through the renewal process then the  Last renewal date is used as the trigger. If an application has previously not been renewed then the Created date is used.

A review request is generated for each form that the applicant needs to review. The forms must be completed in the normal order; My profile, My family, My addresses, My housing register.   

Applicants will be sent a comms message, if one has been specified, informing them they have a fixed amount of time to renew their application. They will be sent the normal weekly reminders that they have outstanding items to action as well, until they complete their renewal.

If an applicant makes a change as a result of their renewal it will appear in the system as a normal pending change and be included in any lists you currently have setup to show these.

The Has active renewal? flag remains 'True' until all of the forms have been renewed and submitted.

An overnight routine checks for any applications that have not been completed and the target date has now passed, plus any grace period, if one has been set. These applications are then automatically moved to the Closed state. If the application has any changes that have not yet been submitted then these are deleted. Any outstanding Actions are also closed down. If no other strands exists on the Case then this is also set to Archived and again any associated Actions closed.

Bids

Bids can be placed on behalf of an applicant while viewing their Housing Register application. Information on previous bids can also be accessed from the same location.

The system calculates and displays the properties an applicant is eligible for when the  button is clicked.

Item	Details
Bids	The number of bids that have placed on the property so far
	Displays a message to confirm the bid as well as showing the applicants queue position
	Withdraws the applicants bid
	The applicants current queue position
	Displays additional property search options
	Refreshes the list to include any updates that have occurred

When a placing a bid on behalf of an applicant it can be marked as their Preferred property as well preventing the applicant from withdrawing the bid themselves.

Item	Details
	Display a map showing the location of the property
	Edit the property record. The record is opened in a new browser tab
	Edit the void record. The record is opened in a new browser tab
	Displays the applicants queue position, and the number of people who have currently bid on the property

Advanced search

Allows other properties to be displayed, and not only those that the applicant is eligible for.

Item	Details
	Display only those properties currently being advertised that the applicant is eligible for
	Display only those properties currently being advertised that the applicant is ineligible for
	Displays all properties currently being advertised
Unique property reference	Search by a property UPR
Address	Search by all or part of a property address

Notes & Actions

Displays all Alerts, Notes and Actions assigned to the Homeless application. Further details on the functionality can be found here - 5. Notes, Alerts & Actions  

Comms centre

​Files

Displays all Files linked to the Case. Further details on the functionality can be found here - 24. Files.